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Workday (WDAY)
NASDAQ:WDAY
Earnings Data
Report Date
May 22, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
2.01Last Year’s EPS
1.74Same Quarter Last Year
Moderate Buy
Based on 33 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 25, 2025
|% Change Since: -2.08%
|Next Earnings Date:May 22, 2025
Earnings Call Sentiment|Positive
Workday's Q4 and FY '25 results demonstrate strong growth, particularly in subscription revenue, core financial wins, AI monetization, and international expansion. Despite the need for restructuring and macro headwinds in EMEA, the overall performance and strategic advancements in AI and partnerships present a positive outlook.Company Guidance
During Workday's fourth-quarter fiscal 2025 earnings call, the company provided comprehensive guidance indicating a positive outlook for fiscal 2026. Subscription revenue for fiscal 2025 was reported at $7.718 billion, a 17% increase, with expectations for fiscal 2026 set at approximately $8.8 billion, representing a 14% growth. For the first quarter of fiscal 2026, subscription revenue is projected at $2.050 billion, with a growth rate of 13%. The company also highlighted a strong non-GAAP operating margin of 26.4% for the fourth quarter, with a fiscal 2026 target of approximately 28%. Cash flow from operations was $2.46 billion for the year, with a fiscal 2026 projection of $2.75 billion. Workday continues to emphasize strategic investments in AI, international markets, and its partner ecosystem, aiming for mid-teens subscription revenue growth and a 30% non-GAAP operating margin in the medium term.Strong Q4 Performance
Workday delivered 16% subscription revenue growth and a 26% non-GAAP operating margin in Q4. Total revenue in Q4 was $2.21 billion, up 15%. Full-year FY '25 subscription revenue was $7.718 billion, growth of 17%.
Record Number of Core Financial Wins
In Q4, Workday reported a record number of core financials wins, with significant expansions in financial services and healthcare, contributing to strong momentum.
AI Monetization and Growth
AI SKUs were involved in more than 30% of customer expansions. Extend Pro and Recruiting Agent doubled ACV from Q3 to Q4. The launch of the Agent System of Record and new role-based agents marks a significant AI advancement.
International Expansion
Despite macro headwinds, international revenue grew 16% in Q4, with strong performance in the UK and Germany, and new wins in APAC.
Successful Partner Ecosystem Growth
More than 15% of net new ACV in Q4 was sourced through partners, up from more than 10% last quarter.
Future Outlook and Guidance
Workday expects FY '26 subscription revenue of approximately $8.8 billion, growth of 14%, with an expected non-GAAP operating margin of approximately 28%.
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WDAY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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WDAY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 25, 2025 | $255.22 | $271.09 | +6.22% |
| Nov 26, 2024 | $270.19 | $253.40 | -6.21% |
| Aug 22, 2024 | $231.08 | $259.95 | +12.49% |
| May 23, 2024 | $260.90 | $220.91 | -15.33% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Workday (WDAY) report earnings?
Workday (WDAY) is schdueled to report earning on May 22, 2025, TBA Not Confirmed.
What is Workday (WDAY) earnings time?
Workday (WDAY) earnings time is at May 22, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is WDAY EPS forecast?
WDAY EPS forecast for the fiscal quarter 2026 (Q1) is 2.01.
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